LPL Financial’s Ideanomics, Inc. Common Stock IDEX Stock Holding History

LPL Financial’s Portfolio IDEX Stock Details IDEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-139	Closed	-$1.29K	–	4839
2023 Q2	$1.29K	Buy	139 +4	+3%	+$31	﹤0.01%	4582
2023 Q1	$1.83K	Sell	135 -24	-15%	-$456	﹤0.01%	4480
2022 Q4	$3.26K	Sell	159 -70	-31%	-$2.03K	﹤0.01%	4445
2022 Q3	$8K	Sell	229 -44	-16%	-$3.33K	﹤0.01%	4383
2022 Q2	$23K	Buy	273 +24	+10%	+$2.16K	﹤0.01%	4328
2022 Q1	$35K	Sell	249 -107	-30%	-$13.7K	﹤0.01%	4084
2021 Q4	$53K	Buy	356 +151	+74%	+$32.2K	﹤0.01%	4225
2021 Q3	$50K	Buy	205 +17	+9%	+$4.95K	﹤0.01%	4228
2021 Q2	$67K	Buy	188 +3	+2%	+$1.07K	﹤0.01%	4115
2021 Q1	$67K	Buy	+185	New	+$80.5K	﹤0.01%	3970

Other funds holding IDEX

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's IDEX Position: Q3 2023 in Review

LPL Financial sold out of Ideanomics, Inc. Common Stock (IDEX) in Q3 2023, closing a stake of 139 shares — an estimated $1.29K sold.

LPL Financial first reported a position in IDEX in Q1 2021 and held it in 10 quarters. The position peaked at $67K in Q2 2021. 33 funds tracked by Wall St. Rank hold IDEX as of Q3 2023.

LPL Financial reported no remaining Ideanomics, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
LPL Financial sold 139 Ideanomics, Inc. Common Stock shares in Q3 2023, an estimated $1.29K.
LPL Financial first reported a position in Ideanomics, Inc. Common Stock in Q1 2021 and held it in 10 quarters.
LPL Financial's Ideanomics, Inc. Common Stock position peaked at $67K in Q2 2021.
33 funds tracked by Wall St. Rank held Ideanomics, Inc. Common Stock as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.